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U.S. Luxury Industry Analysis

UpdatedOct 17, 2025
DataAggregated Company Financials
Companies66
  • 7D-1.5%
  • 3M-6.9%
  • 1Y-11.4%
  • YTD-15.9%

Over the last 7 days, the Luxury industry has dropped 1.5%, driven by NIKE declining 1.8%. The industry has fallen 11% in the last year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the U.S. Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Oct 2025US$263.2bUS$148.2bUS$9.7b19.4x27.1x1.8x
Sun, 14 Sep 2025US$273.4bUS$147.9bUS$9.9b20.5x27.5x1.8x
Tue, 12 Aug 2025US$281.4bUS$156.5bUS$11.2b18.9x25.2x1.8x
Thu, 10 Jul 2025US$292.1bUS$160.2bUS$10.3b16.8x28.4x1.8x
Sat, 07 Jun 2025US$283.5bUS$161.4bUS$11.6b16.8x24.5x1.8x
Mon, 05 May 2025US$256.1bUS$160.9bUS$11.5b14.6x22.2x1.6x
Wed, 02 Apr 2025US$265.4bUS$161.2bUS$11.2b15.6x23.6x1.6x
Fri, 28 Feb 2025US$327.8bUS$162.1bUS$11.4b18.2x28.6x2x
Sun, 26 Jan 2025US$342.3bUS$160.7bUS$11.5b18.6x29.9x2.1x
Tue, 24 Dec 2024US$335.7bUS$160.6bUS$11.5b18.4x29.3x2.1x
Thu, 21 Nov 2024US$300.7bUS$161.7bUS$11.7b17.6x25.6x1.9x
Sat, 19 Oct 2024US$313.2bUS$161.5bUS$10.7b19.5x29.2x1.9x
Mon, 16 Sep 2024US$298.3bUS$163.0bUS$11.2b17.7x26.7x1.8x
Wed, 14 Aug 2024US$279.0bUS$162.6bUS$11.0b16.7x25.4x1.7x
Fri, 12 Jul 2024US$285.8bUS$168.3bUS$11.3b18x25.3x1.7x
Sun, 09 Jun 2024US$340.7bUS$168.2bUS$10.8b18.8x31.5x2x
Tue, 07 May 2024US$317.5bUS$164.4bUS$11.7b18.9x27.2x1.9x
Thu, 04 Apr 2024US$317.8bUS$164.3bUS$11.6b18.5x27.4x1.9x
Sat, 02 Mar 2024US$357.9bUS$164.4bUS$10.8b18.6x33.2x2.2x
Mon, 29 Jan 2024US$340.9bUS$159.4bUS$10.9b17.6x31.2x2.1x
Wed, 27 Dec 2023US$353.1bUS$159.4bUS$11.0b17.9x32x2.2x
Fri, 24 Nov 2023US$326.8bUS$158.9bUS$10.4b16.3x31.4x2.1x
Sun, 22 Oct 2023US$309.2bUS$158.6bUS$10.5b15x29.4x2x
Tue, 19 Sep 2023US$292.9bUS$156.9bUS$10.6b13.8x27.7x1.9x
Thu, 17 Aug 2023US$316.7bUS$156.3bUS$10.4b14.5x30.4x2x
Sat, 15 Jul 2023US$322.6bUS$156.7bUS$10.7b13.4x30x2.1x
Mon, 12 Jun 2023US$311.5bUS$155.6bUS$11.2b11.8x27.8x2x
Wed, 10 May 2023US$345.8bUS$155.3bUS$11.5b11.8x30.2x2.2x
Fri, 07 Apr 2023US$339.9bUS$160.5bUS$10.7b11.3x31.7x2.1x
Sun, 05 Mar 2023US$341.4bUS$158.0bUS$11.6b12x29.3x2.2x
Tue, 31 Jan 2023US$352.8bUS$158.1bUS$13.0b11.1x27.2x2.2x
Thu, 29 Dec 2022US$320.2bUS$157.7bUS$13.0b9.6x24.6x2x
Sat, 26 Nov 2022US$317.1bUS$155.2bUS$13.5b10.7x23.5x2x
Mon, 24 Oct 2022US$268.3bUS$154.3bUS$15.5b9x17.4x1.7x
Price to Earnings Ratio

17.4x


Total Market Cap: US$268.3bTotal Earnings: US$15.5bTotal Revenue: US$154.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27.9x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 27.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 14% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-1.49%
Consumer Discretionary-2.78%
Luxury-1.55%
Footwear-1.48%
Apparel, Accessories and Luxury Goods-1.64%
Textiles-1.94%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 27.2x.
    • Analysts are expecting annual earnings growth of 19.2%, which is higher than its past year's earnings growth of 5.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 139% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 16% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TPR TapestryUS$116.512.7%
+US$627.2m		157.9%PE131.6x
KTB Kontoor BrandsUS$86.2711.7%
+US$504.1m		3.8%PE19.1x
CROX CrocsUS$83.153.4%
+US$150.7m		-38.9%PE19.2x
FIGS FIGSUS$7.6910.8%
+US$122.5m		16.0%PE174.8x
VFC V.FUS$14.171.9%
+US$105.5m		-28.4%PE52.7x

Latest News

UAA
US$4.76
Under Armour
7D
-1.0%
1Y
-49.8%
FIGS
US$7.69
FIGS
7D
10.8%
1Y
16.0%
COLM
US$50.84
Columbia Sportswear
7D
-1.1%
1Y
-39.2%

Tariff Uncertainty And Climate Change Will Erode US Margins

Analysts have raised their fair value estimate for Columbia Sportswear by approximately $2 to $58.22. They cite what they view as an improved risk/reward outlook for the shares, despite ongoing brand challenges.
KTB
US$86.27
Kontoor Brands
7D
11.7%
1Y
3.8%

Legacy Integration And Digital Channels Will Unlock Future Opportunity

Analysts have raised their price target for Kontoor Brands from $99 to $114. The adjustment reflects optimism around the company's recent Helly Hansen acquisition and its potential to accelerate earnings growth and expand key brands.
TPR
US$116.51
Tapestry
7D
2.7%
1Y
157.9%
LEVI
US$21.16
Levi Strauss
7D
-13.8%
1Y
14.3%
LULU
US$164.62
lululemon athletica
7D
-5.1%
1Y
-42.0%

Product Refresh And Global Expansion Will Empower Future Market Leadership

Lululemon athletica’s analyst fair value target has been lowered to approximately $195.84 from $198.36. Analysts cite growing concerns over U.S. sales headwinds, increased competitive pressures, and a subdued earnings outlook, despite relatively stable profit margins.
AS
US$30.64
Amer Sports
7D
-5.5%
1Y
66.8%
ONON
US$41.98
On Holding
7D
-3.0%
1Y
-12.8%

DTC Channel Expansion And Global Reach Will Secure Future Success

The analyst price target for On Holding was revised downward by $0.72 to $66.04. Analysts cite concerns about slower growth and increased competition, even as strong performance continues.
SHOO
US$34.99
Steven Madden
7D
2.9%
1Y
-28.0%

Digital Focus And Global Expansion Will Define Future Trends

Steven Madden's analyst fair value price target has increased from $30.00 to $31.75. Analysts highlight the company's recovering profit margins, improving revenue growth, and optimistic outlook following recent upgrades and raised price targets.
VFC
US$14.17
V.F
7D
1.9%
1Y
-28.4%
BIRK
US$42.33
Birkenstock Holding
7D
-2.7%
1Y
-16.1%
NKE
US$66.84
NIKE
7D
-1.8%
1Y
-19.9%

Product Portfolio Transition And Digital Cleanup Will Create New Opportunities

Nike's fair value estimate has been raised by analysts from $79.76 to $82.25 per share. This change reflects increased confidence in the company's turnaround progress, stronger revenue growth, and improving profit margins.
ZGN
US$10.00
Ermenegildo Zegna
7D
3.0%
1Y
19.9%

TOM FORD And Zegna DTC Expansion Will Deliver Future Success

Analysts have increased their price target for Ermenegildo Zegna to approximately $10.10, up from $9.80. They cite an improved financial outlook, sustained execution, and ongoing growth opportunities in a challenging market environment.
WWW
US$26.32
Wolverine World Wide
7D
2.5%
1Y
55.4%
CROX
US$83.15
Crocs
7D
3.4%
1Y
-38.9%

Asia And Europe Expansion Will Secure Lasting Market Strength

Analysts lowered their price target for Crocs from $91.83 to $87.83 amid concerns about softening sales growth, U.S. consumer demand shifts, macro headwinds, and ongoing pressure from the HEYDUDE brand, despite some optimism over management's reaffirmed guidance and leadership changes. Analyst Commentary Ongoing concerns about muted sales growth, limited visibility into revenue recovery through 2026, and challenging U.S. market trends are prompting downward price target revisions and rating downgrades by bearish analysts.